SMFPX Mutual Fund
SMFPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Class C

SMFPX Mutual Fund Overview
SMFPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Class C) is managed by Westwood Funds with $13.4M in net assets. SMFPX expense ratio is 2.09%, holding 48 positions across sectors including Energy, Unknown, Utilities. Inception date: 2013-01-08.
SMFPX performance shows a YTD return of 19.28%. The 1-year return is 20.31% and the 5-year return is 16.60%. SMFPX dividend yield stands at 2.79%, paid quarterly.
SMFPX top holdings include Energy Transfer (9.6%), Kinder Morgan Usd0.01 (8.6%), DT Midstream Inc (7.7%), Williams Cos. Inc. (7.7%), Enbridge Inc. (7.3%). View all SMFPX holdings, sector breakdown, or dividend history.
SMFPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.